The Security Engineer II - Threat and Vulnerability is responsible for identifying, assessing, and mitigating security risks across Stifel’s environments. This role emphasizes detecting vulnerabilities, ensuring secure configurations, and driving remediation efforts to strengthen the firm’s overall security posture. The Security Engineer II leverages technical expertise, automation, and programming skills to improve the efficiency and accuracy of vulnerability detection, reporting, and response processes.
Eaton Partners’ Summer Analyst Program provides undergraduates with a hands-on introduction to the role of a Project Management Analyst within Eaton’s Global Private Funds Group. Summer Analysts at Eaton Partners will develop the skills necessary to carry them through to the next level of their careers.
The Summer Analyst Program provides students with a hands-on introduction where you will work alongside our project management and sales professionals, from the Analyst through the Managing Director levels, and will gain significant exposure to this career.
The...
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Stifel is seeking an experienced Analyst to join its Leveraged Finance team based in New York City. The Leveraged Finance team provides a full array of financing solutions for financial sponsors and corporate clients. Leveraged Finance originates structures, underwrites, and executes non-investment grade debt financings, including leveraged loans, high yield bonds, bridge financings, and private debt financings.
The Legal Assistant will provide support to attorneys and resolve legal issues. The Legal Assistant works closely with business counterparts, checks and examines law sources such as statutes, recorded judicial decisions, and legal articles, and prepares documents, correspondence, and to organize and maintain documents in paper and electronic filing systems. The Legal Assistant will also complete administrative tasks, such as booking travel and expense reports.
The Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers, and the Director of Field Development. This role will assist our firm's overall growth strategies and help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day, including, but not limited to, assisting with offer letters for our newly hired Financial Advisor Trainees, developing training curriculum, production tracking, and some coaching elements to follow up and assist our Financial Advisors and Branch Managers through the program.
The Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Annuity transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions that likely conform to firm policies and procedures, but do not appear that way based on initial trade details. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team. The Analyst assists the Manager, in all aspects of their job as well...
The Trade Review Supervisor ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability and best interests of all Life Insurance transactions types, working closely with Financial Advisors and Branch Managers to correct trade details/descriptions for transactions to conform to firm policies and procedures. Executing authority to cancel transactions until an order is deemed to comply. This individual assists in training Trade Review Analysts, Associates and Sr. Analysts, and serves as a liaison with the branches, Compliance, Marketing, Operations and Trade Review team.
The Senior Estate & Tax Associate at Stifel, Nicolaus & Company, Inc. ("Stifel") supports the Estate & Tax Planning Services team, a Stifel's Wealth Planning Department component. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. The Sr Associate assists in drafting detailed analyses of individual clients' estate plans and/or income tax situations, emphasizing the most advanced matters, and creating client-approved marketing and internal reference materials. The Senior Associate also helps the Estate & Tax Planning Services team members prepare for conference calls and...
The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting clients of varying wealth profiles. The Wealth Strategist provides estate and tax planning knowledge and consultation in addition to serving as the primary external sales and marketing support for Estate & Tax Planning Services, part of Stifel's Wealth Planning Department. Estate & Tax Planning Services covers topics such as simple and complex financial planning, estate planning, tax planning, charitable planning, business continuation and succession planning, and personal trust planning. Specific issues covered include strategies for concentrated positions, equity-based compensation, asset protection, multi-generational wealth transfer, federal and state death...
The Treasury Operations Product Analyst plays a pivotal role in shaping and optimizing the Bank’s Treasury product offerings. This position is responsible for analyzing product performance, identifying market trends, and supporting the development and enhancement of treasury solutions such as ACH, wires, RDC, Monex, Lockbox, Fraud detection. The analyst will collaborate with cross-functional teams to ensure products meet client needs and regulatory standards while driving operational efficiency and innovation.
Responsible for providing advanced level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide excellent support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building.
Responsible for providing a sufficient level of support for commercial or syndication loan requests from the time of application to closing. This position will be able to provide support through the entire commercial loan process through proper documentation while balancing service, quality and compliance and relationship building.
The Business Development Associate is responsible for focusing on increasing Stifel's revenue through the identification and establishment of new Private Equity business. The Business Development Specialist will support one of more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This position will support Stifel's growth strategy by pursing, establishing and maintaining relationships with potential clients.
The Quantitative Execution Researcher works closely with the Electronic Trading team in the initiation and development of equity trading algorithms, transaction cost models, and order routing strategies. This position is heavily involved with the quant research idea generation process and initiates research into trading signals and model factors. The Researcher will then work closely with the head of product to determine which research and results are suitable for further analysis or deployment into Stifel trading algorithms.
The Investment Advisor Sr. Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
The M&A Investment Banking Associate for the Investment Banking Financial Services Group develops financial models and related valuation analysis for both public and private offerings.
Stifel’s Information Technology (IT) Department provides technical support to our 9,000+ employees firm-wide and maintains our technological infrastructure. Our IT associates include software engineers, developers, programmers, analysts, and more.
The Information Technology (IT) Intern will represent Stifel IT’s infrastructure, operations, cybersecurity, and customer support teams by performing various complex and confidential duties. This position will have the opportunity to work in service areas such as our IT Service Desk, Endpoint Computing, IT Operations, Infrastructure, Cybersecurity, and...
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
The Business Process Integration Project Manager (PM) will oversee various projects throughout the department and firm. The PM will be responsible for managing projects, the resources (internal and external) assigned to that work, the timelines established in which that work needs to be completed, and the costs (if applicable) to the work. The PM will determine project viability and necessity with initial contact with area requesting the project.
The Equity Product Support Associate is responsible for assisting with the day-to-day operations and support of KBW’s Equity desk in New York City. This is a multi-faceted role that will provide broad exposure to the entirety of the firm’s Equity business.
The Senior Developer will participate in all phases of the development process including complex design, integration and maintenance while observing proper behaviors, patterns, and standards. The Senior Developer will demonstrate leadership in mentoring and assisting all on the team, and will actively participate in all disciplines required in a full-stack environment. The Senior Developer will participate in defining Stifel's best practices and ensure they are used in all development projects and procedures.
The Venture Banking Credit Analyst will be an integral part of origination, underwriting, and portfolio management. This position will be responsible for banking and lending directly to private investment funds across several asset classes. The Credit Analyst will have exposure to many different business units while creating a differentiated market strategy.
As a Sr. Bank Treasury Product Owner, you will manage and oversee the development and implementation of treasury products and services offered. The Product Owner will work closely with cross-functional teams, including product managers, developers, and stakeholders, to define product requirements, prioritize features, and ensure successful product launches. Additionally, the Product Owner will monitor market trends, competitor offerings, and customer feedback to identify opportunities for product enhancements and drive continuous improvement. Strong analytical, communication, and project management skills are essential for success in this role.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal achievement. Additionally, they may oversee financial planning teams, conduct financial research, and collaborate with clients to tailor financial strategies to meet their specific needs and objectives.
The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Project Management Associate participates in the execution/project management of alternative investment fund mandates and the sourcing of new prospective clients, with manager oversight. This position assists across multiple asset classes, in support of the marketing of client funds to North American investors.
Associates are primarily responsible for acting as the keystone of all transaction teams, serving as a project manager taking guidance from senior bankers while managing and mentoring Analysts. Associates work on small, client-focused teams within a...
The IT Sr. Project Manager is responsible for driving maturity and continuous improvement. The PM is required to communicate with both internal departments and third party vendors as needed. Additionally, the PM is responsible for prioritizing projects collaboratively with corporate leadership.
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in credit commitments spanning across 200+ investment firm client relationships. The Fund Banking group works closely with other investor-facing business units within Stifel, particularly Stifel Venture Banking with works directly with portfolio companies of venture capital funds.
The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws.
The Retirement Business Development & Marketing Specialist is primarily responsible for helping Stifel Financial Advisors sell Stifel's Retirement Plan services to their clients. The role focuses on cultivating new business opportunities, consulting with advisors to assist them with prospecting, benchmarking, closing retirement plan opportunities. This may involve telephone conversations and conference calls, conducting branch meetings, interfacing with the client's other professional advisors (primarily accountants and third-party administrators), presenting at seminars and similar events, and meeting in person with Financial Advisors and their clients.
Our leading practice is looking to add a Director to our Project Management team. This Director will participate in the execution/project management of current real asset mandates as well as in the sourcing of new prospective clients across real assets. The Director will have exposure to all aspects of the real asset alternative investment market as well as North American-focused and Global managers and investment strategies. The Project Management Director has the overall goal of managing the fundraise process and raising capital for our real asset clients.
The Trading and Operations Specialist supports the Washington Crossing Advisors (WCA) Trading and Operations team and is responsible for the day-to-day operations and coordination of trading activities. Washington Crossing Advisors is a wholly owned subsidiary of Stifel Financial Corp.
The Technical Architect-Salesforce is responsible for the design and build of the technical architecture of the Salesforce platform. This role level will require a structured analysis of technical issues, translating this analysis into technical designs and development specifications. The Technical Architect-Salesforce oversees development within the platform, whether custom code, vendor package integration, or data integration. The Technical Architect-Salesforce will assist in all phases of the development process, including design, integration, and maintenance, while observing proper behaviors, patterns, and standards. This position will ensure that Stifel's coding practices are used in all development projects.
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. We will consider candidates for the New York and Baltimore offices.
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services.
This position offers a unique opportunity to gain hands-on exposure in both...
The Sr Information Security Analyst plays a critical role in supporting the information security strategy. Reporting directly to the Chief Information Security Officer (CISO), this role is responsible for proactively assessing and mitigating security risks, monitoring for threats, developing security policies and procedures, regulatory reporting, metrics/KPIs, security risk management, security process integration, and collaborating with multiple departments to ensure the protection of sensitive data. The ideal candidate will possess a strategic mindset, advanced technical skills, and a deep understanding of cybersecurity trends and regulatory requirements.
